I have a use case from a customer specifying that whenever users drags and drop a document from one folder (say, folder A) to another (say, folder
, they want the document to move from normal filestore (the filestore that the document in the original folder A was stored in) to Centera immediately (when the document is linked to folder
.
I tried using a preset configuration to do this and in theory it looked promising. These are the steps I took:
1) In Setup, I apply to an existing location - folder B
2) In Rules, I define under "Attributes" for dm_document the "Storage Type" to have the value "Centera_Store".
What I think the behaviour should be after creating this preset is that whenever a document is linked to folder B, the "a_storage_type" value for the document should now take on the value of "Centera_Store", which means that the document will now move to Centera.
I've attached a screenshot of the configuration I did.
Unfortunately, that doesn't happen. The only explanation I could think of after studying the manuals carefully is that a preset value will not be set if there is already an existing value against that attribute, which in this case there already is a value for "a_storage_type" since it's an existing document.
Could someone pls shed some light on this and/or reconfirm my understanding for me. Appreciate any pointers.